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Strategic Investment Advisors / MI: VSS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on VSS, newest first. How the timeline and the estimate are built.

Strategic Investment Advisors / MI held 40,614 VSS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,614 shares
    Change vs previous 13F +6,098 shares

    0.38% of the 13F portfolio, value $6,266,285.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,516 shares
    Change vs previous 13F +4,226 shares

    0.35% of the 13F portfolio, value $5,036,174.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,290 shares
    Change vs previous 13F +30,050 shares

    0.38% of the 13F portfolio, value $4,344,032.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 240 shares
    Change vs previous 13F -31,168 shares

    0.46% of the 13F portfolio, value $3,958,008.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,408 shares
    Change vs previous 13F +3,827 shares

    0.41% of the 13F portfolio, value $4,228,084.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,581 shares
    Change vs previous 13F +2,102 shares

    0.34% of the 13F portfolio, value $3,188,318.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,479 shares
    Change vs previous 13F +2,013 shares

    0.31% of the 13F portfolio, value $2,916,787.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,466 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,955,803.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).